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 Risk Assessment, Audit follow up and Audit Team Building Seminar

4/18/2013 8:30 AM
4/19/2013 4:30 AM
Halifax and Saint John (please refer to locations details) |  

Instructor: Danny M. Goldberg, CPA, CIA, CISA, CRISC, CRMA, CGEIT, CGMA, CCSA


Managing the Audit Risk Assessment: Thursday, April 18, 2013, 8:30 am – 12:00 pm AST
It’s a Wrap: Effective Audit Follow-Up: Thursday, April 18, 2013, 1 pm – 4:30 pm AST
Audit Team Building: Friday, April 19, 2013, 8:30 am – 4:30 pm AST


(All three sessions) Halifax – Grant Thornton office, 12th Floor, 2000 Barrington Street, Halifax, NS
(Thursday sessions only) Saint John (by videoconference) – address will be provided to registrants


Course Descriptions:
Managing the Audit Risk Assessment: The burgeoning topic of Audit Risk Assessment (“ARA”) continues to be a hot topic in internal audit, whether it be completed formally or informally. This half-day course will take attendees through the ARA process and general best practices and overall, the importance of the ARA.
Participants will receive 4 continuing professional education (CPE) credits.

It’s a Wrap: Effective Audit Follow-Up: This half-day course takes attendees through an overview of the audit process, end to end, and how to create value-added findings. Additionally, to create value-added findings, auditors must be able to complete a detailed root cause analysis and components of a finding, which will be discussed. Finally, the means, timing and method of follow-up will be discussed, including tracking and efficient follow-up procedures.
Participants will receive 4 continuing professional education (CPE) credits.

Audit Team Building: Participants will learn best practices on team building, member roles, decision-making and problem solving. Additionally, we will discuss optimized leadership characteristics and conflict management.
Participants will receive 8 continuing professional education (CPE) credits.

 Instructor Background:

Danny M. Goldberg leads the Professional Development Practice at Sunera. Prior to joining Sunera in January 2011, Danny founded SOFT GRC, an advisory services and professional development firm. Danny has over 15 years of audit experience, including five as a CAE/Audit Director at two diverse companies.
Prior to founding SOFT GRC, Danny was the Director of SOX Compliance and Corporate Audit at Dr. Pepper Snapple Group, where he led the Year-One SOX Compliance efforts. Prior to his tenure at Dr. Pepper, Danny was the Chief Audit Executive at Tyler Technologies, a publicly traded technology company, where he built the internal audit function from the ground up.
Danny has also served on the board of directors of a non-profit organization and the audit committee of the Dallas Independent School District. Danny currently serves as the Chairman of the North Texas Leadership Council of the American Lung Association and is the IIA Dallas Chapter Programs Committee Co-Chairman for the 2011-2012 year.
Danny is accredited as the professional commentator on the publication BNA Tax and Accounting Portfolio, Internal Auditing: Fundamental Principles (Accounting Policy and Practice Series), which is authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – co-author of Sawyer’s Internal Auditing.




Early Bird
​(on or before March 8, 2013)

Early Bird
(on or before March 8, 2013)
(after March 8, 2013)
(after March 8, 2013)​
1 half day session​ $250​ $300​ $350​ $400​
1 full day session
(or 2 half day sessions)​
$400​ $450​ $500​ $500​
2 full days​ $650​ $700​ $750​ $800​

To register, please copy the link below into your browser and complete the registration form.

Should you have any questions regarding this event, please contact Jaime at

Payment instructions
Please either pay via email transfer to or forward cheque payments to:
Institute of Internal Auditors - Maritime Chapter
Attn: Mr. George Murphy
PO Box 95
Halifax, NS B3J 2L4

Please indicate the name of the event(s) and the participant(s) with the payment. Note that if more than one individual from your organization is attending the event, please feel free to pay with a single payment.